by Krisan Marotta | Jan 2, 2013 | KBO, Performance
Happy New Year from the bottom of the fiscal cliff! As we look ahead to taxmageddon, here are the top ten most-read blog posts on krisan.com for 2012. [table style=”1″] [/table] [heading style=”1″]Thank you for reading![/heading]...
by Krisan Marotta | Dec 18, 2012 | KBO, Reporting
Producing the PortfolioCenter performance reports requires correct data entry and a series of calculations based on that data. Here’s a brief overview of the basic math. Beginning (BV) = The total market value of the portfolio at the beginning of the reporting...
by Krisan Marotta | Dec 11, 2012 | KBO, Reporting
Each PortfolioCenter performance report offers a bewildering variety of format options which determine the level of detail shown on the report. These detail formats are available on both the “analytical” reports (the original Performance reports in...
by Krisan Marotta | Dec 4, 2012 | KBO, Performance, Reporting
Q. Is there a way create a Smart Set in Portfolio Center using data other than the standard and custom fields? We were hoping to generate sets based off client performance for analysis. We would like a set based on gross individual portfolio performance for a...
by Krisan Marotta | Nov 27, 2012 | Cost Basis, KBO
Thanks to the Emergency Economic Stabilization Act of 2008, custodians and broker-dealers are required to report the adjusted cost basis of sold securities to the IRS and taxpayers on Form 1099-B — including whether the gain/loss is short or long term....
